Copperleaf Capital’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $531K | Sell |
5,086
-211
| -4% | -$22K | 0.27% | 78 |
|
2025
Q1 | $558K | Sell |
5,297
-520
| -9% | -$54.8K | 0.33% | 72 |
|
2024
Q4 | $620K | Buy |
5,817
+369
| +7% | +$39.3K | 0.39% | 60 |
|
2024
Q3 | $592K | Buy |
5,448
+46
| +0.9% | +$5K | 0.45% | 64 |
|
2024
Q2 | $576K | Sell |
5,402
-217
| -4% | -$23.1K | 0.46% | 63 |
|
2024
Q1 | $605K | Buy |
5,619
+275
| +5% | +$29.6K | 0.52% | 58 |
|
2023
Q4 | $579K | Buy |
5,344
+136
| +3% | +$14.7K | 0.59% | 50 |
|
2023
Q3 | $534K | Buy |
5,208
+2,425
| +87% | +$249K | 0.58% | 46 |
|
2023
Q2 | $297K | Buy |
+2,783
| New | +$297K | 0.28% | 66 |
|